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FAFWX vs HBLTX
FAFWX vs HBLTX Comparison
Open Charts FAFWX vs HBLTX
American Funds Retire Inc Port-Cnsrv F1
Price$12.40
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.29B
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FAFWX vs HBLTX Comparison Chart in %
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FAFWX vs. HBLTX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FAFWX is a Hold and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. FAFWX (1.29B). HBLTX pays higher dividends than FAFWX: HBLTX (3.54) vs FAFWX (3.14). FAFWX was incepted earlier than HBLTX: FAFWX (10 years) vs HBLTX (15 years). HBLTX (0.66) and FAFWX (0.65) have similar cost to investors . HBLTX is a more actively managed with annual turnover of: 61.00 vs. FAFWX (12.00). HBLTX has a lower initial minimum investment than FAFWX: HBLTX (0) vs FAFWX (250). FAFWX annual gain was more profitable for investors over the last year : 11.66 vs. HBLTX (6.97). FAFWX return over 5 years is better than : 23.77 vs. HBLTX (19.41).
| FAFWX | HBLTX | FAFWX / HBLTX | |
| Total Expense Ratio | 0.65 | 0.66 | 98% |
| Annual Report Gross Expense Ratio | 0.65 | 0.66 | 98% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 7.852 | 6.253 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 12B | 11% |
| Annual Yield % from dividends | 3.14 | 3.54 | 89% |
| Returns for 1 year | 11.66 | 6.97 | 167% |
| Returns for 3 years | 21.06 | 17.02 | 124% |
| Returns for 5 years | 23.77 | 19.41 | 122% |
| Returns for 10 years | N/A | 44.20 | - |
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